Part 1: The Case for Small-Cap Value: the Good, the Bad, and the Ugly (Paul Merriman)
Part 2: Two Funds for Life & Best-in-Class Fund Selection (Chris Pedersen)
Few equity styles generate as much love and hate as small-cap value. It boasts impressive long-term returns, but the ride can be rocky. The silver lining to that dark cloud is diversification. Portfolios that include an allocation to small-cap value have increased returns more than they've increased risk and been more resilient. This presentation looks at small cap value performance from seven different points of view. Come see how small-cap value can help in accumulation or retirement and the easiest ways to get and use it for a lifetime.
What you'll learn:
How and why you need to right-size your small-cap value allocation
What to expect when it's combined with a target-date fund in accumulation and retirement
How to choose small-cap value funds with the highest expected returns
To help you make the most out of this event, you can download some free resources from the Merriman website:https://paulmerriman.com/millions-downloads/. Click or tap if you trust this link." class="x_OWAAutoLink x_ContentPasted0" data-linkindex="1">https://paulmerriman.com/millions-downloads/
Registration is free and open to all, but you must register to attend. See you there!
------------------------------Hollis Wagenstein-HurturkAAII Chapter Liaison------------------------------
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